📈 Blackstone surprises with profit but warns of tariffs! The world's largest alternative investment manager Blackstone $BX beat Q1 earnings expectations as it reported a year-over-year increase in distributable earnings of 11 % to $1.09 per share. The strong numbers were mainly supported by the private equity and credit segments. However,the CEO is feeling the strain in the... Read more
Yesterday, Netflix was still reporting results. Overall, the company did very well and the results exceeded expectations. I would have happily bought$NFLXstock if it had fallen to a lower price, but even in these uncertain times, it's not selling off much. The stock is already up 9% since the beginning of the year.
Do you have $NFLX in your portfolio? At what price would you... Read more
I'm very interested in $DIS right now. The stock has dropped significantly this year, but the company is still doing quite well and I'm thinking of buying in.
📉 UnitedHealth surprisingly lowers outlook. Shares fall! UnitedHealth $UNH, the leader in health insurers, today significantly lowered its 2025 earnings outlook , leading the stock to fall by more than 20 %, the biggest drop in years. The response was swift and harsh: the entire health insurance sector went down.
The company now expects a profit 26 to $26.50 per share, whereas it... Read more
I think these are great stocks for diversification. If that outlook isn't positive and doesn't change in a few months, I might look at other companies like $CVS.
Shares of $HTZ rose 50% yesterday on news that the investment company led by Bill Ackman has acquired a significant stake in Hertz. I won't be investing in $HTZ, but it could be an interesting opportunity in the short term. I recommend checking out a recent post by @mudry_investor where he nicely explained why this company could be interesting and could grow.
🔌Technology sector under pressure: Nvidia and AMD warn, the whole sector reacts with a sell-off! Tensions between the US and China are once again rocking the technology market. Chipmakers are reporting higher costs and regulatory uncertainty that is starting to weigh heavily on company results and outlooks.
The most visible case is the company Nvidiawhich has announced that it... Read more
Shares of $ASML are down 6% today after earnings. I think the results were good and the company should have solid growth over the long term. I already have a large position, so I won't be overbought, but the stock looks cheap to me right now.
What do you think of the results? Will you be overbought after the drop?
💼 LVMH passes the crown to Hermès. The luxury sector is under pressure. LVMH $MC.PA- the colossus of the luxury industry and owner of brands such as Louis Vuitton, Moët and Hennessy - has lost the title of the world's most valuable luxury company. After the release of its first quarter 2025 results , which disappointed all expectations, the stock fell by 8 % and handed the lead... Read more
Which stock has caught your eye most recently - and why?
For me, it would be Trade Desk, which provides a platform for buying digital advertising. Shares of $TTD are down more than 50% this year, but the fundamentals remain great and the company has a lot of room to grow over the long term.
📈 Goldman Sachs bets on stock trading! Goldman Sachs has reported first quarter results that beat analysts' expectations, mainly due to a significant increase in equity trading revenue. Earnings came in at $14.12 per share, $1.77 higher than market expectations (USD 12.35). Revenue was USD 15.06 billion, slightly above the consensus of USD 14.81 billion.
Shares of DuPont de Nemours, Inc. have experienced a decline of more than 21% since the announcement of U.S. tariffs, making it an undervalued title with attractive upside potential, according to some analysts. KeyBanc currently raised its recommendation to "Buy" with a target price of $81, up nearly +33% from the current level of around $61.
How do you determine a fair share price? Do you have your own spreadsheet for this, or do you estimate it from a chart?
I used to do a lot of calculations via spreadsheet, but now it doesn't make much sense to me. As far as fair prices go, Bulios helps me with that now. Otherwise, sometimes I don't really care about the fair price and buy on a significant correction, like $TSLA ... Read more
📆 Weekly Investment Review: earnings season in full swing, complete with important data and geopolitics!
A mix of corporate results, economic statistics and geopolitical challenges await us this shortened week. Markets will react not only to the numbers, but also to speeches by central bankers and politicians.
🏦 Monday Results before the markets open: Goldman Sachs $GS - I'll be... Read more
Investors, which company in your portfolio do you understand its business best?
Each of us probably has a stock that we're really interested in, enjoy, and have gone deep into. For me, it's probably $GOOG, $ASML and $NVO - companies I've studied a lot and have a larger position in.
Shares of American Express $AXP are down 29% since the beginning of the year, which at first glance looks dramatic. But as is often true in the markets: it's times like these that long-term opportunity can lurk. For AXP remains a company with a strong brand, a loyal customer base, and stable revenues that are less recession-sensitive than those of its competitors.
There will be a lot of interesting companies reporting results next week, plus high volatility. I will definitely be interested in the results of $BAC, $ASML, $TSM and $NFLX.
📈 Blackstone surprises with profit but warns of tariffs!
The world's largest alternative investment manager Blackstone $BX beat Q1 earnings expectations as it reported a year-over-year increase in distributable earnings of 11 % to $1.09 per share. The strong numbers were mainly supported by the private equity and credit segments. However,the CEO is feeling the strain in the...
Read more
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Interesting company and definitely a great investment. But I have other stocks from the financial sector.
Yesterday, Netflix was still reporting results. Overall, the company did very well and the results exceeded expectations. I would have happily bought$NFLXstock if it had fallen to a lower price, but even in these uncertain times, it's not selling off much. The stock is already up 9% since the beginning of the year.
Do you have $NFLX in your portfolio? At what price would you...
Read more
Zobrazit další komentáře
I'm very interested in $DIS right now. The stock has dropped significantly this year, but the company is still doing quite well and I'm thinking of buying in.
📉 UnitedHealth surprisingly lowers outlook. Shares fall!
UnitedHealth $UNH, the leader in health insurers, today significantly lowered its 2025 earnings outlook , leading the stock to fall by more than 20 %, the biggest drop in years. The response was swift and harsh: the entire health insurance sector went down.
The company now expects a profit 26 to $26.50 per share, whereas it...
Read more
Zobrazit další komentáře
I think these are great stocks for diversification. If that outlook isn't positive and doesn't change in a few months, I might look at other companies like $CVS.
Shares of $HTZ rose 50% yesterday on news that the investment company led by Bill Ackman has acquired a significant stake in Hertz. I won't be investing in $HTZ, but it could be an interesting opportunity in the short term. I recommend checking out a recent post by @mudry_investor where he nicely explained why this company could be interesting and could grow.
Does anyone have...
Read more
Zobrazit další komentáře
I'd rather focus on individual car companies. I'm waiting for $TSLA to drop below $200.
🔌Technology sector under pressure: Nvidia and AMD warn, the whole sector reacts with a sell-off!
Tensions between the US and China are once again rocking the technology market. Chipmakers are reporting higher costs and regulatory uncertainty that is starting to weigh heavily on company results and outlooks.
The most visible case is the company Nvidiawhich has announced that it...
Read more
Zobrazit další komentáře
It's not good news for these two companies, but it doesn't change my opinion and I think AMD is a great company with a lot of potential.
Shares of $ASML are down 6% today after earnings. I think the results were good and the company should have solid growth over the long term. I already have a large position, so I won't be overbought, but the stock looks cheap to me right now.
What do you think of the results? Will you be overbought after the drop?
Zobrazit další komentáře
From Europe it's definitely one of the best companies, but for me $AMD is more interesting right now.
💼 LVMH passes the crown to Hermès. The luxury sector is under pressure.
LVMH $MC.PA - the colossus of the luxury industry and owner of brands such as Louis Vuitton, Moët and Hennessy - has lost the title of the world's most valuable luxury company. After the release of its first quarter 2025 results , which disappointed all expectations, the stock fell by 8 % and handed the lead...
Read more
Zobrazit další komentáře
I am currently thinking of investing in this sector, but from what I can see, $MC.PA is not doing so well.
Which stock has caught your eye most recently - and why?
For me, it would be Trade Desk, which provides a platform for buying digital advertising. Shares of $TTD are down more than 50% this year, but the fundamentals remain great and the company has a lot of room to grow over the long term.
Zobrazit další komentáře
Lately I have been interested in the financial sector and have been following $SQ and $SOFI.
📈 Goldman Sachs bets on stock trading!
Goldman Sachs has reported first quarter results that beat analysts' expectations, mainly due to a significant increase in equity trading revenue. Earnings came in at $14.12 per share, $1.77 higher than market expectations (USD 12.35). Revenue was USD 15.06 billion, slightly above the consensus of USD 14.81 billion.
🔥Equity trading was the...
Read more
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I have $BAC and $SOFI in my portfolio, so I probably won't add anything right now.
Shares of DuPont de Nemours, Inc. have experienced a decline of more than 21% since the announcement of U.S. tariffs, making it an undervalued title with attractive upside potential, according to some analysts. KeyBanc currently raised its recommendation to "Buy" with a target price of $81, up nearly +33% from the current level of around $61.
Read more
Zobrazit další komentáře
The stock is rising quite nicely and unless the fundamentals change, it may be a good stock for diversification.
How do you determine a fair share price? Do you have your own spreadsheet for this, or do you estimate it from a chart?
I used to do a lot of calculations via spreadsheet, but now it doesn't make much sense to me. As far as fair prices go, Bulios helps me with that now. Otherwise, sometimes I don't really care about the fair price and buy on a significant correction, like $TSLA ...
Read more
📆 Weekly Investment Review: earnings season in full swing, complete with important data and geopolitics!
A mix of corporate results, economic statistics and geopolitical challenges await us this shortened week. Markets will react not only to the numbers, but also to speeches by central bankers and politicians.
🏦 Monday
Results before the markets open:
Goldman Sachs $GS - I'll be...
Read more
Zobrazit další komentáře
There's quite a bit of this in there. I'll be interested to see where the shares go and there are also results of companies I'm interested in.
Investors, which company in your portfolio do you understand its business best?
Each of us probably has a stock that we're really interested in, enjoy, and have gone deep into. For me, it's probably $GOOG, $ASML and $NVO - companies I've studied a lot and have a larger position in.
Zobrazit další komentáře
Can I ask for (online) resources where I can get the best overview of ASML?
Shares of American Express $AXP are down 29% since the beginning of the year, which at first glance looks dramatic. But as is often true in the markets: it's times like these that long-term opportunity can lurk. For AXP remains a company with a strong brand, a loyal customer base, and stable revenues that are less recession-sensitive than those of its competitors.
Read more
Zobrazit další komentáře
I've had $MA in my portfolio for quite a while now and I'm happy. The $AXP looks good too and it's currently very cheap.
There will be a lot of interesting companies reporting results next week, plus high volatility. I will definitely be interested in the results of $BAC, $ASML, $TSM and $NFLX.
Which companies will you be interested in?
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Netflix could be quite interesting, and if the results were worse and the stock fell, I might buy.